TSMDX Trillium ESG Small/Mid Cap Institutional Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation. Under normal conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of small and mid‑sized companies that meet Trillium’s Environmental, Social, and Governance (“ESG”) criteria.

The average market capitalization across the Trillium ESG Small/Mid Cap Institutional MF is 27.84B. The market cap for tickers in the group ranges from 4.54B to 25.4B. JBHT holds the highest valuation in this group at 25.4B. The lowest valued company is MYRG at 4.54B.

The average weekly volume growth across all stocks in the Trillium ESG Small/Mid Cap Institutional MF was -2%. For the same stocks of the MF, the average monthly volume growth was -10% and the average quarterly volume growth was -43%